A Perfect Packet means every part of your customer's project is complete, accurate, and ready to move smoothly through the next stages. Each step below prevents delays and follow-ups from the Mayer team.

Recommended Additions

• Photo of Homeowner ID — confirms identity and streamlines financing verification.
• Additional Notes — anything that affects design, access, or scheduling (roof updates, preferred contact times, health considerations).

Once your organization has been onboarded, you'll receive an invitation email from Aurora Solar to set up your account. Follow these steps to activate access and start creating projects.

1 Check your email for the Aurora invite

Look for an email from Aurora Solar with your invitation link. Check spam/promotions if missing. Invite links may expire — request a new one from your Mayer contact if needed.

2 Activate your account

Click the activation link in the email. You'll set a password and confirm your details.

3 Log in to Aurora

Once activated, log in with your new credentials.

4 Access your organization's workspace

You now have access to your organization's Aurora dashboard. Create new projects, edit existing ones, and collaborate with your team.

Once your design is finalized and ready for client approval, you can generate and send project agreements directly through Aurora.

1 Open the Deal Dashboard

From your Projects dashboard, locate the project or homeowner deal you want to send documents for.

Click to open the deal and view the full project record.

2 Launch Sales Mode

In the top right corner, click Sales Mode, then select Your Design to open the interactive proposal view.

This opens a full-screen version of the proposal that you can present to the homeowner.

3 Open the Agreements Menu

In the top left corner, click the Menu icon (☰) to expand additional options. Select Agreements towards the bottom of the list.

4 Choose Agreement Type

From the Agreement Type dropdown, select the appropriate option for the project.

5 Enter Sales Rep Information

Fill out the following fields:

• Sales Rep Name & Email
• Homeowner Name & Email

6 Complete and Send the Agreement

After filling in all required fields:

• Review the agreement summary for accuracy.
• Click Send for signature to dispatch the document to the homeowner.

Aurora will automatically email the document to the specified recipients and track its status (Sent, Viewed, Signed).

Change Orders in Aurora are used to formally submit design or financial updates after a project has already been created.

1 Finalize All Design Changes

Before submitting, make sure all design adjustments are complete and saved in the most recent project version. This includes layout edits, component updates, or pricing adjustments.

2 Open the Most Recent Design

In the top right corner, click Sales Mode, then select the most up-to-date design or simulation to open the interactive proposal view.

3 Open the Agreements Menu

In the top left corner, click the Menu icon (☰) to expand additional options. Select Agreements towards the bottom of the list.

4 Choose Agreement Type

From the Agreement Type dropdown, select the appropriate option for the project.

5 Enter Sales Rep Information

Fill out the following fields:

• Sales Rep Name & Email
• Homeowner Name & Email

6 Complete and Send the Agreement

After filling in all required fields:

• Review the agreement summary for accuracy.
• Click Send for signature to dispatch the document to the homeowner.

Aurora will automatically email the document to the specified recipients and track its status (Sent, Viewed, Signed).

Once you've logged into HubSpot, you can view and manage all of your active projects from the Deals section in the CRM.

1 Open the Deals Dashboard

In the left sidebar, under CRM, click Deals.

This page displays all the projects currently in your pipeline, including homeowner names, project stages, and assigned owners.

2 Customize Your Deal View

You can organize your dashboard to show only the most relevant information for your workflow.

Click Edit Columns in the upper-right corner to add or remove fields such as deal state, close date, or amount.

3 Switching Between List and Table View

HubSpot provides various layout options for viewing deals. The two main views we use are:

• Table View: best for a quick overview of many deals at once. Useful for high-volume tracking or team-wide summaries.

• Board View: best for a detailed look at each project's key details. Ideal when managing smaller deal sets or reviewing specific projects.

4 Using Advanced Filters

At the top of the deal list, click Advanced Filters.

In the right sidebar, click Add Filters.

From the dropdown menu, choose the properties you want to filter by. For example:

• Loan Info
• NTP Date
• Install Schedule

Toggle between Loan and PPA, then switch sub-tabs for availability, key requirements, or proposal tools.

Notes

• Program eligibility may vary by state, property type, or loan product.
• Climate First Bank requires credit to be run through the Finance Portal. All other lenders allow credit checks directly through the proposal tool.
• Mobile home requirements: permanent foundation (block & strap not accepted), residential zoning, owner-occupied, and roof ownership.

Mayer provides flexible programs to fit homeowner needs and financing preferences. Compare panels, inverters, and batteries across Loan and PPA options.

When building in Aurora, designs must reflect real site conditions and remain within Mayer's tolerance. Out-of-tolerance designs are placed on hold until corrected.

LIDAR Must Be Turned On

Enable LIDAR in Aurora — it simulates shading from nearby objects. If off, Aurora treats the roof as fully exposed, leading to inaccurate production estimates and rejections.

Fire Setback Regulations

Setbacks are clear spaces around roof ridges, hips, and edges for firefighter access. Panels too close to these boundaries need to be redesigned or shifted.

Trees and Obstructions

Avoid panels where trees, chimneys, or other obstructions cast significant shade. Even partial shading can push designs out of compliance.

Roof Height and Surroundings

Account for the height of the home and nearby structures. A single-story home next to a two-story neighbor may get blocked during peak hours — reposition panels to a better-exposed plane.

The site survey gives Mayer's design and engineering teams the details needed to prepare accurate plans.

1 Access your organization's site survey link

Open your org's custom form: 🔗 https://sitesurvey.mayersolar.com/yourcompany
(Replace "yourcompany" with your organization's assigned name.)

2 Enter customer information

Customer name and install address — exactly as listed on the signed agreement or proposal.

3 Select installation type

Choose Roof Mount or Ground Mount. This determines design parameters and racking specs.

4 Complete electrical panel information

Answer all questions and upload required photos:

• Panel location (outside, garage, or inside)
• Surrounding area (2–3 wide shots)
• Inside breakers (cover open)
• Main panel label (inside door)
• Main breaker (cover on)
• Utility meter (close-up and pulled back)
• Indicate if the home has a sub panel, generator, or existing system

5 Fill out Solrite information

Mark Yes or No depending on whether this is a Solrite deal — directs the project to the correct internal workflow.

6 Complete home information

Upload photos of all sides of the home (front, back, left, right), the front mail number or address, and a clear photo of the utility bill. Note HOA status, Wi-Fi availability, and extra comments.

7 Submit the form

Review all entries and uploads, scroll to the bottom, and click Submit.

A Main Panel Upgrade (MPU) may be required when the home's panel can't support the additional load from solar or battery. Identify potential MPUs early to prevent delays.

What is an MPU?

Replacing or upgrading the home's main electrical service panel — typically increasing amperage (e.g., 100A → 200A) or updating outdated components to meet code and safety.

What to look out for

• Panel Amperage Rating — panels rated 100A or lower often need an upgrade.
• No Main Breaker Present — no visible main disconnect usually means MPU.
• Panel Location — closets, bedrooms, or interior spaces usually need relocation to a code-compliant exterior location.
• Full or Overcrowded Panel — no breaker spaces or double-tapped breakers means no room for solar backfeed.
• Age and Condition — rust, corrosion, obsolete brands (Zinsco, Federal Pacific), non-grounded wiring often warrant replacement.

Example scenario

Existing panel is 100A with no main breaker and no open breaker spaces. → This requires a 200A MPU before install.

Next steps

1. Document the panel with clear photos in your site survey (full panel view, main breaker label, bus rating).
2. Note "Possible MPU" in comments.
3. Mayer's engineering team confirms during project review.

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